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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD · SAN JOSE, CA 95119 | Contract Administrator | $47,760 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 27 · EIN 36-4268991 720 E, BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $44,895 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $17,695 |
INEICH & COMPANY, LLP2+ years Service code 10 · EIN 56-2552172 950 TOWER LANE · FOSTER CITY, CA 94404 | Accounting | $15,000 |
SMITH & HOWARD, PC2+ years Filed as: SMITH, LINDEN, & BASSCO, LLP Service code 10 5120 BIRCH STREET · NEWPORT BEACH, CA 92660 | Accounting | $10,094 |
Filed as: NEYHART, ANDERSON, FREITAS Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 94104 | Legal | $7,995 |
Filed as: MASSACHUSEETTS MUTUAL LIFE INS. CO. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,343 | $221,442-80.0% | $92,240-51.9% | $77,958-43.1% |
| Participation rate | 71.8% | 79.6%-7.8pp | 76.5%-4.7pp | 71.6%+0.1pp |
| Annual return | 14.66% | 15.65%-1.0pp | 176.29%-161.6pp | 20.87%-6.2pp |
| Employer contribution / active EE | $2,135 | $3,226-33.8% | $3,680-42.0% | $2,310-7.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $129 | $210-38.5% | $5,194-97.5% | $97+32.5% |